On December 4, 2013, the Ministry of Industry and Information Technology issued TD-LTE licenses to three operators, and China officially entered the 4G era. We expect that the domestic 4G industry development will show four major trends in 2014:
1) 4G data traffic charges will be further reduced, and will be introduced to the backward billing traffic products;
2) Thousand-yuan 4G mobile phones will be launched one after another, and low-cost terminals will be mainly domestic brands;
3) 4G users will grow faster than the 3G era, and the mobile Internet industry will accelerate development;
4) The adjustment of the operator's terminal procurement strategy will improve the status of domestic mobile phone chip manufacturers.
The difference in attitudes of the three major operators facing 4G determines the 14-year 4G investment pattern. China Mobile is the most active in promoting 4G construction. China Telecom has turned from cautious to active. China Unicom is more conservative. 14-year 4G investment is still in China Mobile. Mainly with China Telecom, China Unicom's 4G investment peak will be 15 years.
4G will become the focus of operators' capital expenditure in the next 2-3 years, but will squeeze some 3G investment, making wireless network investment as a whole flat, and transmission network and broadband network construction investment will increase by 10%. We are still optimistic about the opportunities in the wireless main equipment and transmission equipment segment, and we recommend focusing on the network planning and design industry that has been released in 14 years.
Mobile payments will be the next point of the mobile Internet concept:
Mobile payment will be the next explosion point of the mobile Internet concept. NFC near-field payment as the mobile payment standard recognized by the central bank, the relevant industry chain will gain explosive growth, which is mainly optimistic about NFC mobile phone antenna, SIM card manufacturing, SIM card chip, Payment platform construction and other industries.
NFC mobile phone antennas benefit from the substantial increase in NFC mobile phone shipments and penetration rates. The supply chain of mobile phone manufacturers is more international. Therefore, we value manufacturers with corresponding mobile phone manufacturers' qualifications, including Xinwei Communication, Shuobeide, etc. .
The SWP-SIM card manufacturing process is basically involved in domestic IC card packaging manufacturers. The listed companies mainly include Eastcom Peace, Hengbao, and Tianyu. All three vendors have basically entered the supply chain of the three major operators and will move on NFC. The benefit of the outbreak of payment has been greatly benefited.
In terms of NFC controller chips and financial-grade SIM card chips, domestic manufacturers such as Tongfang Microelectronics and Datang Microelectronics already have corresponding solutions and related products, and have already obtained a certain share. With the domestic chip domestication trend continuing, the two domestic chip companies are worthy of optimism.
In terms of TSM platform, Eastcompeace is the TSM platform construction and operation service provider, and is also the national city card data processing and platform operation service provider, which will benefit from the establishment of TSM platform in various domestic application industries.
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